Semiconductors & Compute

TSMC Reports Record Q4 Revenue Driven by AI Chip Demand

Taiwan Semiconductor Manufacturing Company (TSMC) reported record Q4 2025 revenue of $26.9 billion, representing a 38% year-over-year increase driven primarily by surging demand for advanced AI chips manufactured on its 3nm and 5nm process nodes. AI-related revenue now accounts for over 40% of TSMC's total revenue, up from 25% a year ago. The company announced a $15 billion capital expenditure plan for 2026, with 80% allocated to advanced process technology. TSMC also confirmed construction progress on its Arizona and Kumamoto (Japan) fabrication facilities, both expected to begin volume production in late 2026.